You can put your custom fields to more use by binding them to intake forms. Doing this allows you to pull in as much information as needed to understand the legal situation and the client involved, as well as display such information in the lead/matter interface.

Binding Instructions

For the bound custom fields to appear when filled by a prospect, they have to adhere to the setup rules below.

For example, let's examine the rule for Single Line Text type of questions in the first line of the rules in the above image. A lead's input to a single line text question type would show up if and only if:

  • Text - the answer for a text-type custom field is in text format

  • Multiline text - the answer for a multiline text-type custom field is in multiline text format

  • Checkbox - the answer for a checkbox-type custom field is in Yes/No format

  • Date - date answers in whatever format is not accepted

  • Number - the answer for a number-type custom field is in numeric format

  • Picklist - the answer for a picklist-type custom field corresponds exactly with any of displayed pick list options

  • Email address - the answer for an email address-type custom field is a valid email address

  • Organization user - the answer to an organization user-type custom field matches a valid teammate name

  • Contact - the answer to a contacts-type custom field corresponds with a valid contact name

Note: To bind a custom field to an intake form, you must have created your custom fields before hand, be it contact or matter custom field.

Binding a custom field to an intake form

To bind/link a custom field to an intake form:

  1. Head to Automations and navigate to Intake Forms

  2. Open an existing intake form (or create a new one if you wish), then locate a desired form question

  3. Click the link icon beneath it , then tap the map the question to field to choose the custom field you'd like to bind from the dropdown options

  4. Close the dialog window, then tap Update to wrap up the process

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